Holdings
48
Concentrated
Top 10 weight
37%
Concentration
Strategy data
N/A
Not reported
Equity
98%
Asset allocation
Portfolio
23Sectors
1Large positions
13.6%Top: Pharmaceuticals & Biotechnology
2.1%Cash
Market-cap allocation
Large cap36%
Mid cap16%
Small cap44%
Asset allocation
Equity98%
Cash2%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 98% equity, 2% cash.
- 48 disclosed positions across 23 classified equity sectors.
- Largest equity sector is Pharmaceuticals & Biotechnology at 13.6% of the portfolio.
- Top 10 positions account for 37%, indicating relatively distributed position weights.
Watchpoints
- Small-cap exposure is 44%, which may increase volatility and liquidity risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Comparable funds require category or compatible portfolio metadata.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
13.6%
13.1%
9.2%
6.2%
5.5%
5.1%
4.2%
4.0%
3.8%
3.7%
3.5%
3.4%
3.2%
2.8%
Other 9 sectors16.3%
2.5%
2.4%
2.3%
1.9%
1.7%
1.6%
1.5%
1.4%
0.9%